AVSU vs SDVD
Avantis Responsible US Equity ETF vs FT Vest SMID Rising Dividend Achievers Target Income ETF
Which is better, AVSU or SDVD?
AVSU has been ahead.
AVSU has a lower expense ratio. AVSU led over 1Y, 3Y and the full window. SDVD is less concentrated, with 10.3% of the fund in its ten largest positions against 32.3%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AVSU | SDVD |
|---|---|---|
| Expense Ratio | 0.15%Best | 0.85% |
| AUM | $491M | $872M |
| Dividend Yield | 0.89% | 8.68% |
| Holdings | 1,356 | 348 |
| YTD Return | +15.56%Best | +3.20% |
| 1Y Return | +21.64%Best | +6.25% |
| 3Y Return (annualized) | +22.00%Best | +13.58% |
| Volatility (annualized) | 14.2%Best | 22.2% |
| Max Drawdown | -20.2%Best | -29.1% |
| $10,000 over 3.2 years | $17,632Best | $11,057 |
| Top 10 Weight | 32.3% | 10.3%Best |
| Fund Family | Avantis Investors | First Trust Portfolios (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 15, 2022 | Aug 9, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Aug 10, 2023 to Oct 14, 2026 (3.2 years).
AVSU vs SDVD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.2 years both funds cover.
AVSU vs SDVD Performance
Avantis Responsible US Equity ETF (AVSU) is an ETF from Avantis Investors and FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) is an ETF from First Trust Portfolios (US). Over the past year AVSU returned +21.64% while SDVD returned +6.25%. Year to date, AVSU is up 15.56% versus a gain of 3.20% for SDVD.
Over three years, AVSU compounded at +22.00% per year against +13.58% for SDVD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDVD has been the more volatile fund, with annualized monthly volatility of 22.2% compared with 14.2% for AVSU. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -20.2% for AVSU and -29.1% for SDVD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVSU charges 0.15% per year while SDVD charges 0.85%. On a $10,000 position that is $15 vs $85 annually, a gap of $70 per year that compounds over a long holding period. On income, AVSU currently yields 0.89% against 8.68% for SDVD.
Holdings Overlap
6.6% of AVSU's money is in holdings SDVD also owns. 71.0% of SDVD's money is in holdings AVSU also owns.
Most of SDVD is already inside AVSU. Owning both mostly buys the same companies twice.
114 positions in common, counted across the 999 positions we hold weights for in AVSU and 172 in SDVD, against full books of 1,356 and 348.
What only one of them owns
Our book lists 56 positions for SDVD that do not appear in our book for AVSU (28.0% of the fund), and 626 for AVSU that do not appear in SDVD (89.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in AVSU | Weight in SDVD | Difference |
|---|---|---|---|
| WSMWilliams-sonoma Inc | 0.22% | 1.00% | 0.78% |
| RGAReinsurance Group of America, Incorporated | 0.10% | 1.03% | 0.93% |
| SYFSynchrony Financial | 0.23% | 0.85% | 0.62% |
| AITApplied Industrial Technologies Inc | 0.05% | 1.03% | 0.98% |
| NTAPNetapp Inc | 0.11% | 0.97% | 0.86% |
| EWBCEast West Bancorp, Inc. | 0.12% | 0.95% | 0.83% |
| MTBM&T Bank Corp | 0.17% | 0.89% | 0.72% |
| FBPFirst Bancorp/puerto Rico | 0.03% | 1.03% | 1.00% |
| AIZAssurant, Inc. | 0.10% | 0.95% | 0.85% |
| THGHanover Insurance Group Inc | 0.06% | 0.99% | 0.93% |
71.0% of SDVD is already inside AVSU.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVSU or SDVD?
AVSU has an expense ratio of 0.15% while SDVD charges 0.85%. AVSU is the cheaper option, by $70 a year on a $10,000 investment.
Which performed better, AVSU or SDVD?
Over the past year AVSU returned +21.64% vs +6.25% for SDVD, so AVSU leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVSU or SDVD?
SDVD has been the more volatile fund at 22.2% annualized versus 14.2% for AVSU. Worst drawdown: AVSU -20.2% vs SDVD -29.1%.
Should I hold both AVSU and SDVD?
AVSU and SDVD have a monthly-return correlation of 0.74, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between AVSU and SDVD?
71.0% of SDVD's money is in holdings AVSU also owns. 71.0% of SDVD's is in holdings AVSU also owns. They hold 114 positions in common, counted across the 999 positions we hold weights for in AVSU and 172 in SDVD.
Which pays a higher dividend, AVSU or SDVD?
AVSU yields 0.89% while SDVD yields 8.68%, so SDVD currently pays the higher dividend yield.
Is SDVD better than AVSU?
AVSU has a lower expense ratio. AVSU led over 1Y, 3Y and the full window. SDVD is less concentrated, with 10.3% of the fund in its ten largest positions against 32.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.